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User Groups

User Groups are used to control access to various menu selections, windows and functions.  Each Everest user is a member of a User Group.

View Menu

• Assigned Actions Only = Limits the display in Actions by Owner to show only those assigned to the logged in user
• Access Web Concerns = Adds access to the separate list of New Concerns submitted via the Everest Web Portal Add-on (sold separately)

Notebook Tabs
User Groups determine the visible Tabs for the Account Notebook and the Concern Notebook.  Enable the same Notebook Tabs for all User Groups in order to maintain the same appearance and functionality for everyone.  A User Group may be enabled with a specific Notebook Tab that is disabled for others. Most of the time, all end users need to see all of the same data in Everest so all the User Groups will have the same Notebook Tabs enabled. The exceptions usually involve the Returns Tab or the Repairs Tab when they apply exclusively to a specific department or business process. If that works, it is because the information contained in the Tab is important only for those User Groups enabled to see it.

System Privileges
Access for managing User Groups is enabled with the checkbox, “System Manager Privileges.”  A User Group will also have these privileges if it is named “System Manager” which is the default.  System Managers have the following additional privileges:

• Access to User Groups
• Access to All Queries
• Access to Audit Reports
• Access to “Create Audit File” and “Clear Audit File” in Configuration | Other Option | System Options.

All other Users belonging to other User Groups may have access to User Information, but for security purposes, they will not have access to User Groups and they cannot select a "System Manager" user group for any User profile.

Account and Area Privileges
Establish adding, editing and deleting each of the supporting records for Accounts and Internal Areas.

Concern Privileges
All Concern privileges are granted to Concern Owners and users in a group with Full Access to all Concerns.  Concern Access can be limited to Owners by creating the User Group(s) with the specific options for each privilege identified with a check box.  Users without ownership access will default to View Only Access.  In the case of Action Requests, the Concern Owner will have full privilege while the Action Owner will have response privileges. 

• By default, a Concern Owner has editing privileges of his/her own concern 
• When a Concern is initially entered, the Concern Originator has editing privileges unless a new Concern Owner is selected and a Concern is saved
• By checking on ‘Full Access to all Concerns’ a user will have editing privileges on all Concerns
• Perform Approvals Access Sensitive Concerns
• Concern editing privileges can be limited further by un-checking the following privileges: 
• View Only Access
  • Removes all other privileges.  If a user with ‘View Only Access’ is assigned ownership of a concern, they will have editing privileges with any other limitations
• Delete Concerns
• Delete Products
• Delete Action Requests
• Delete Attachments
• Change Originator
• Change Owner
• Change Dates
• Create Return Authorization
• Re-Assign Action Requests
• Perform Approvals
  • Enables users for Approvals on Concerns or Corrective Actions as defined in Configuration | Other Options | Approvals. 
• Access Sensitive Concerns
  • Enables a restricted level of access to Concerns marked with the Sensitive checkbox
  • Sensitive checkbox is only visible for those users with the Sensitive access privilege
  • Users with the Sensitive access privilege may uncheck the checkbox for Concerns previously marked Sensitive so they are no longer restricted
  • Concerns marked Sensitive are unavailable to any other Users throughout the entire View Menu
  • Concerns marked Sensitive will not appear in Reports generated by any other Users, but they are still counted in Charts
  • Queries include the Sensitive field to produce a numeric total of Sensitive Concerns, available for all Users (no other data will be shown)
  • The term “Sensitive” can be re-named in Configuration | Data Names.

See also